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April 10, 2022
Question

When showing expected refund amount on an amended state return, does this account for the fact donations took out from the original state return? Suspect it doesn’t

  • April 10, 2022
  • 1 reply
  • 0 views
I added charitable donations to my amended federal tax return and it expectedly showed I was due a refund.  I didn’t expect turbotax to show that an amended state return would also give me an additional refund.  However the refund amount matches exactly the amount I requested to donate from my refund.  Should I file an amended state return or is this an issue with TurboTax (meaning I am not actually owed an additional refund from the state)?

1 reply

fanfare
Employee
April 10, 2022

If your state has a subtraction for charitable donations, then TurboTax will probably handle it.

i doubt it is 100% off your tax.

evonedenAuthor
April 11, 2022

@fanfare I am seeing that there are 2 lines on my amended state tax return form (one for the current overpayment and one for the overpayment calculated in the original tax return).  When doing an amended state tax return, it is putting the current amount of overpayment correctly.  However, when putting the amount of overpayment from my original state return, it is using incorrectly the amount of overpayment minus the voluntary contribution to charity.  Because of this, TurboTax is showing that the difference in tax refund expected from my amended return and original return is the amount I contributed to charity (indicating the state owes me the difference).  However, this is wrong considering I am not changing the amount from my state tax refund that I am donating to charity.  TurboTax should put the amount of overpayment (ignoring what was deducted as a donation) and indicate a 0$ difference owed to me between my original and amended state return (provided nothing of significance changed). 

 

Hopefully that made sense to you. 

March 29, 2023

Hi,

I am having the same issue.  I want to amend my IL state tax return, but TT is ignoring the amount that I donated in the original submittal that was accepted.. 

Is this a TT issue? 

Does anyone know how to fix this?  

 

Thanks!